ISWM
EG icon

Independent Solutions Wealth Management’s Everest Group EG Stock Holding History

Independent Solutions Wealth Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-816
Closed -$270K – 217
2022
Q4 		$270K Sell
816
-228
-22% -$71K 0.08% 178
2022
Q3 		$274K Buy
1,044
+287
+38% +$77.6K 0.09% 171
2022
Q2 		$212K Buy
+757
New +$214K 0.07% 206

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Independent Solutions Wealth Management's EG Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of Everest Group (EG) in Q1 2023, closing a stake of 816 shares — an estimated $270K sold.

Independent Solutions Wealth Management first reported a position in EG in Q2 2022 and held it in 3 quarters. The position peaked at $274K in Q3 2022. 581 funds tracked by Wall St. Rank hold EG as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining Everest Group position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 816 Everest Group shares in Q1 2023, an estimated $270K.
  • Independent Solutions Wealth Management first reported a position in Everest Group in Q2 2022 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Everest Group position peaked at $274K in Q3 2022.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.